Steward Partners Investment Advisory’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.64M | Hold |
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|
2025
Q2 | $1.58M | Hold |
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2025
Q1 | $1.28M | Hold |
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|
2024
Q4 | $1.38M | Hold |
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|
2024
Q3 | $1.39M | Hold |
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|
2024
Q2 | $1.34M | Hold |
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|
2024
Q1 | $1.29M | Hold |
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|
2023
Q4 | $1.19M | Hold |
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|
2023
Q3 | $1.09M | Hold |
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|
2023
Q2 | $1.13M | Hold |
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|
2023
Q1 | $1.06M | Hold |
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|
2022
Q4 | $1.01M | Hold |
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|
2022
Q3 | $1.1M | Hold |
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|
2022
Q2 | $1.1M | Hold |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.51M | Hold |
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|
2021
Q3 | $1.38M | Buy |
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